Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

VTECVTEC
10 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in VANGUARD CALIF TAX FREE FDS

OSAIC HOLDINGS, INC. holds 36,518 shares of VTEC (VANGUARD CALIF TAX FREE FDS), worth $3.7M as of 2026-Q2. The position was increased (+82.3% shares). VTEC represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$3.7M

Current Shares

36,518

Total Value Change

+$3.7M

Total Shares Change

+36,494

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
36,518
+82.3%
$3.7M0.0%$100.08
41
2026-Q1
Decreased
20,034
-10.7%
$2M0.0%$97.80
0
2025-Q4
Increased
22,438
+161.6%
$2.2M0.0%$98.47
42
2025-Q3
Increased
8,578
+22.1%
$853,0140.0%$96.94
30
2025-Q2
Increased
7,027
+225.2%
$685,9040.0%$94.07
40
2025-Q1
Increased
2,161
+0.1%
$212,6400.0%$94.13
23
2024-Q4
Increased
2,159
+1.7%
$214,9060.0%$94.70
23
2024-Q3
Increased
2,122
+1.4%
$215,1260.0%$95.59
23
2024-Q2
Increased
2,092
+8616.7%
$207,9450.0%$93.06
37
2024-Q1
New
24
-
$2,4120.0%$93.47
19

Other major holders of VTEC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used